How to Mass Edit Employee Information

How to Mass Edit Employee Information

The Mass Edit menu gives you options to mass edit profiles and rates for employee accounts. 

For Example: If you need to change the holiday profile for hundreds of employees, and the profile will be the same for all of them, you can use the Mass Edit Profiles option to accomplish the task quickly.
You can also terminate, delete, and switch EINs as long as the information is the same for each employee selected.

Mass Edit Profiles
The Mass Edit Profiles page will contain all the employees to which you have access. Your ability to access and change certain fields in employee accounts will be determined by your security profile settings. Since this is a report page, you can use inline filtering on the columns or use the filter icon to filter your list. 

Navigate to Settings > Mass Edit > Mass Edit Profiles



After selecting multiple employees, choose the Mass Edit button in the top right of the screen. 



On the Mass Edit Employees' Settings page, you will be presented with the widgets used in employee accounts. Make selections to update employee accounts with the new data, or if employee data for the selected employees should be cleared instead, there are options for that as well. 

At the top of the page, the system will show you how many employees are selected. If you click the hyperlink, an employee filter pop-up will display where you can adjust the employees included in the updated. Using this filter prevents you from having to go back to the main page and re-select. 





Once you have selected the preferred employees and selected Mass Edit, you will see a few different boxes. You can choose what needs to be changed or what needs to be cleared in each section



You can also change Account Information, Managers, and Pay Information









Once you've made the desired changes, select Apply Change














    • Related Articles

    • How to Mass Clock and Edit Time

      When needing to add time en masse, navigate to Settings > Mass Edit. From here you can select the specific edit you need to make. You can Add, Edit, or Punch in/out. Add Time Entries Select the employees who need the change and choose Mass Add Time ...
    • How to Mass Edit Scheduled Deductions

      If you need to adjust a deduction for a large group of employees, you can use the Mass Edit Scheduled Deductions option to update the amount, begin date, end date, or vendor. Navigate to Team > Payroll > Employee Payroll Maintenance > Deductions This ...
    • How to Mass Edit Benefit Plans

      If you need to adjust the begin date or end date of benefit plans for a group of employees you will navigate to Team > Benefits > Benefit Plans. This report will list all currently active benefit plans for all employees. You will select the employees ...
    • How to Hire an Employee

      You can add Employees manually or import them. In order to manually hire them, navigate to Team > My Team > Employee Information. Click on Hire in the top right action menu. The hire pages are designed with jump links in the left pane and the widgets ...
    • Employee Quick Links

      In order to view an Employee's Quick Links menu, navigate to Team > My Team > Employee Information. The Quick Links are present on the Employee Information screen next to each employee's name as well as inside of their Employee Profile. Inside of the ...